February 20, 2013 Shopping for a Credit Card Go to www.bankrate.com Click on Credit Cards in the silver bar In the Find a Credit Card box, see No. 2, Select an Offer: select Student Cards from the drop down menu. Compare the features and benefits of three different cards, using the Shopping for a Credit CardComparison Chart below:
Auto Loan Costs Open the Auto Loan Costs PowerPoint presentation below. Answer questions 1-19 in Automobile Loans - What Do I Need To Know? in the Student Workbook Car Loans as you watch the PowerPoint presentation.
Go to Shopping for a Car Loan Using Web Site Calculators in the Students Workbook Car Loans and complete the assignment.
February 13, 2013 To see a series of videos by Federal Reserve Chairman Bernanke starting with the Great Depression and culminating with the recent financial crisis, click on the link below.
January 14, 2013
Exercise 13.2: John Q. Consumers Credit Report Exercise 13.3: Evaluating Three Loan Applications View the Powerpoint below and self correct Exercises 13.2 and 13.3
First Quarter Marking Period Assessment
Wednesday, November 14
Go to www.Quia.com. Find and complete the Personal Finance First Quarter Marking Period Assessment Quiz. Note: you will be allowed one attempt. You must adhere to testing rules and complete the quiz on your own.
Complete the Internal Revenue Service (IRS) 1040EZ Tax Return form below using the information contained in the W-2 form. Use the Tax Table to find the amount of taxes owed.
Instructions: 1040EZ Tax Return Form
1. Download the form and save it.
2. Complete this form as a single person who is not claimed as a dependent by a parent or guardian.
3. Fill in your first and last name and address.
4. Use the W-2 Form provided to fill in the information on lines 1 and 7.
5. Fill in lines 1, 5, 6, 7 and 9 on the 1040EZ form.
6. Follow the directions on lines 10, 11a and 12 to complete the form. Determine whether you get a refund or whether you owe money and the amount.
7. Save the changes.
8. Email to Ms. Little at either roselittle033@gmail.com or rosemary.little@nhps.net
Friday, November 9 Review for First Quarter Marking Period Assessment
Week of November 5
Statement of Financial Position
Complete Tori's Statement of Financial Position. The file is in the Statement of Financial Position Student Workbook below:
Monday October 22 and Wednesday October 23 Managing Your Money Exercises 8.1, 8.2A, 8.2B, and 8.3 Thursday, October 18 Complete the two paycheck stubs. Email to Ms. Little.
You may download and print out the files or key your answers separately in a Word document. Make up any missing work: resume, letter of application, thank you letter, job occupations report
Thursday, September 27 Topic: Creating Your Own Job
Students will get examine what it takes to start their own business
Monday, September 24 Thursday, September 20
Topic: How to Look for a Job
Create a report about three occupations that interest you
Find a job you are interested in
Create a resume tailored to the job
Prepare a Letter of Application
Write a thank you letter to an interviewer
Visit the Occupational Outlook Handbook at www.bls.gov/OCO/ and use it to research three occupations of interest to you. Prepare a report that identifies the occupations you have selected and explain the nature of the work, working conditions, employment opportunities, training, and other qualifications, plus opportunities for advancement, job outlook, earnings, and related occupations.
Find a job you are interested in, using the website CareerOneStop at www.careeronestop.org or Snagajob at www.snagajob.com.
Using Activity4.1 prepare a letter of application and a resume for the job you have selected from the website, using these samples as models. You may also want to check out the resume builder at livecareer at http://www.livecareer.com/
Prepare a sample thank-you letter that you would send to an interviewer at the conclusion of an interview.
You will have the entire class Thursday and Monday to complete the sample resume, cover letter, and follow-up thank you assignment.
NOTE: iF YOU ARE MISSING ANY OF THE FOLLOWING ASSIGNMENTS, PLEASE COMPLETE BY MONDAY, SEPTEMBER 24. Personal Essay
How You Can Realistically Be a Millionaire - short essay using the handout from the Millionaire's Game as a guide Handy Dandy Guide- reflection on why people earn more money when they have attained a higher level of education, using the economic principles in the Handy Dandy Guide.
Friday, September 14 Topic: How to Look for a Job Students learned the six steps to finding a job:Finding Job Openings, Preparing a Resume, Writing a Letter of Application, Completing a Job Application, Participating in an Interview, and Writing a Thank-You Letter Students created a list of characteristics employers want in their employees. Students practiced interviewing skills. Wednesday, September 12, 2012 Topic: Decision Making Students learned the steps to decision making and used decision-making grid with criteria to help make a personal decision. Key words: choices, incentives, opportunity cost
Monday, September 10, 2012
Class will compare and contrast the financial situation of two middle class families and apply economic principles to analyze the situation. The economic principles are explained in the PowerPoint slides below (The Handy Dandy Guide):
Class will then look at what are the incentives to stay in school and go on to college and work in groups to answer questions.
Homework Students will use economic principles to give reasons why salaries increase with level of education completed and write a short essay. Email essay to Ms. Little
Thursday, September 6, 2012 Students participated in the Millionaire's game Homework Write a short essay on how you think you could realistically become a millionaire, using the handout from the Millionaire's game as a guide. Send your essay as an email attachment to Ms. Little Tuesday, September 4, 2012
Topic: Money Matters: Why It Pays to Be Financially Responsible
Learning Objectives
Explore personal financial choices
Learned to make informed decisions
Consider what it means to be financially responsible
Essential Question: What does it mean to be financially responsible?
Investigate our current money skills. (Class discussion.)
Students completed a survey about their interests and experience with Personal Finance
We went over important information, syllabus and class rules. We put binders together.
Students started an essay about themselves written in MLA format.
Wednesday, June 6, 2011 Work on Checking Account Reconciliation, worth 50 points. See Ms. Little for handout. Work on Insurance Review worth 25 points.
I will not be in school today. Please do the Budget review assignment below. You may either use a paper copy that the sub will give you, or you may work electronically. Either hand in a copy of your work to the sub, or send it via email to roselittle033@gmail.com
Also, I have not received the SMART Goals assignment given on Tuesday from many of you. Both assignments are worth 50 points each.
Review for final exam Budget Complete the worksheet below. You will be graded for this assignment. (Worth 50 points.)
Complete the note-taking guide for Identity Theft in the Identity Theft Student Workbook (first 6 pages), using the Identity Theft Power Point Presentation or the Identity Theft Information Sheet.
Friday, May 18 B6 will meet in library Work on Auto Insurance for Teens project (see Monday) Homework Complete missing assignments
Wednesday, May 16 B1 will meet in the cafeteria today due to CTE Testing Work on the Auto Insurance for Teens project (see Monday)
Homework Work on missing assignments
Monday, May 14 Progress reports are due on Tuesday. Most grades need improvement. You will have an opportunity to improve your grade this class by making up work.
New assignment Auto Insurance Project You will create a flyer, PowerPoint, or brochure about the important points teens need to know about auto insurance.
Ms. Little will provide a comprehensive article on Auto Insurance for Teens. Please read the handout and decide what your think are the six most important facts teens need to know about auto insurance.
Write the six most important facts in the document below (before your start your flyer, Powerpoint or brochure.)
Work on completing individual Insurance PowerPoint presentations.
Problem Solving and Critical Thinking, 21st Century Rubric: The individual Insurance PowerPoint project is appropriate for the Problem Solving and Critical Thinking rubric for your portfolio. See the Advisory page of this wikispace for a copy of the reflection form you need to complete to submit your work to your portfolio.
Homework
Make up missing assignments Tuesday, May 8 Work on Insurance PowerPoint. Due today!
Use the Types of Insurance Information Sheet posted on Monday, April 3 and the Internet for resources.
This is an individual project. You will present to the class next week. Presentation is due on Tuesday, May 8 Presentation is worth 100 points. Homework Complete any missing assignments.
Wednesday, May 2
1. Insurance Quiz. Complete the Insurance Key Terms in the Insurance Student Workbook before taking the quiz.
2. Complete Damon Goes to the Hospital Reflection in the Insurance Student Workbook.
Monday, April 30
Topic: Insurance
"Do Now" --complete within first 30 minutes of class.
Checking Account Simulation packets due today.
Complete Insurance Key Terms in the Insurance Student Workbook using the Types of Insurance Information Sheet.
Complete Damon Goes to the Hospital Reflection in the Insurance Student Workbook. Homework
Study for Insurance Types Quiz on Wednesday using Types of Insurance Information Sheet Thursday, April 26 Turn in Checking Account Simulation package. 10 points will be deducted for late work if Checking Account simulation package is not received by Monday, April 30.
Topic: Electronic Banking In this lesson you will learn:
1. How to describe electronic banking
2. To define the different types of electronic banking
3. To understand how to safely use an Automated Teller Machine and point of sale terminal
4. Recognize important safety tips for using debit cards
Complete the Note-Taking Guide in the Electronic Banking Student Workbook using the Electronic banking information sheet.
Complete the Electronic Banking Worksheet in the Electronic Banking Student Workbook. Complete the Scenario Worksheet in the Electronic Banking Student Workbook.
Find 12 vocaculary words to do with electronic banking
Find two safe banking practices
Find one unsafe banking practice
Homework
Complete Checking Account Simulation
Tuesday, April 24 All students are to take the Third Quarter Marking Period Assessment on Quia.
Turn in the Checking Account Simulation package on Thursday, April 26. 10 points will be deducted for late work if not received by Thursday. This is how your checking account simulation will be graded.
Work on Depository Institutions Note Taking Guide and Checking Account Simulation (both due on April 24.)
Turn in permission slips for CT Youth Financial Conference on May 17.
Last call for Third Quarter Marking Period assignments. Third Quarter Marking Period Grades will be entered tomorrow, so turn in any missing work today.
Homework Complete any missing work and review for third quarter marking period assessment.
Monday, April 9 1B and 6B
CT Youth Financial Conference on May 17 (A Day) at CCSU. First 5 students to turn in their permission slip will attend! Turn permission slips in on Wednesday, April 11.
Third quarter grades will be posted this week.
The 3rd quarter marking period assessment will be on Tuesday, April 24 for 1B and 6B. Please study the Review Sheet and the Quia quizzes indicated on the review sheet.
Work on Depository Institutions Note Taking Guide and Checking Account Simulation (both due on April 24.)
Students in 6B class will attend the Latina Army Celebration in the auditorium.
Homework Review for Third Quarter Marking Period Assessment
Wednesday, April 4 1B and 6B
The third quarter marking period is ending this week. Make sure you have turned in all your work and completed all projects and quizzes for Credit Reports.
When you have completed the Depository Institutions Note Taking Guide, start work on the Checking Account Simulation. Checking Account Simulation Objectives - To keep your money in a safe place, track spending, and maintain a record of money in your account.
- Practice writing checks, depositing checks, maintaining a check register, and reconciling a check register with a bank statement.
Homework
Complete any missing assignments.
Monday, April 2 1B and 6B
The third quarter marking period is ending this week. Make sure you have turned in all your work and completed all projects and quizzes for Credit Reports. Topic: Depository Institutions We are starting a new unit on depository institutions. Depository institutions are banks, credit unions and savings and loans where you can open a checking or savings account and deposit money. You will learn how banking works and what happens behind the scenes when you write a check or deposit a check.
To start you will view a PowerPoint presentation and take notes using a note taking guide in the Depository Institutions Student Workbook.
Homework
Make up any missing assignments Thursday, March 29 1B and 6B Topic: Depository Institutions We are starting a new unit on depository institutions. Depository institutions are banks, credit unions and savings and loans where you can open a checking or savings account and deposit money. You will learn how banking works and what happens behind the scenes when you write a check or deposit a check.
To start you will view a PowerPoint presentation and take notes using a note taking guide in the Depository Institutions Student Workbook.
Tuesday, March 27 1B and 6B Topic: Credit Reports Please work on missing assignments from Monday, Wednesday and Friday last week: 1. Understanding Credit Reports, parts 1 and 2, Notetaking Guide 2. Credit Reports Quia Quiz 3. Credit Report Detectives
Friday, March 23 1B and 6B Today, you will be Credit Report Detectives working in groups of 2-4. This is the culminating project for Credit Reports and is worth 100 points.
You will read Isabella Langley's story and analyze her credit report. (Get handouts from Ms. Little)
You will answer the questions in the Credit Report Detectives document below.
There are 23 questions in Credit Report Detectives. You may answer them alone, with a partner, or in a group of 3-4 students. You will be graded for your work only. You must indicate who your partner or group members are and all groups must complete all of the questions. For example, Student A decides to work with Student B and Student C. Student A answers questions 1-7, Student B answers questions 8-15, and student C answers questions 16-23. Each student submits a Credit Report Detectives file with their name and the names of the other students listed at the top and identifies which question he/she answered.
Wednesday, March 21 1B and 6B When you are ready, take the Quia quiz, Credit Reports. Before you take the quiz, you should complete the Note Taking Guide and the Credit Report Scenario using Carolina's Credit Report summary shown below.
Monday, March 19, 2012 1B and 6B Topic: Understanding Credit Reports Complete Understanding Credit Reports Note Taking Guide for slides 27-end below:
When you have finished the Note Taking Guide, start work on the Credit Report Scenario worksheet using Carolina's Credit Report summary, both of which are in the Student Workbook Credit Reports.
Homework
Make up missing work
Tuesday, March 13, 2012 (B6 only)
Hi students: I will not be in class today. Here are your assignments. Topic: Understanding Credit Reports Complete Understanding Credit Reports Note Taking Guide for slides 27-end below:
Note: The Understanding Credit Report Note Taking Guide is contained in the Student Workbook Credit Reports
posted on Friday March 9
When you have finished the Note Taking Guide, you may start work on the Credit Report Scenario worksheet using Carolina's Credit Report summary, both of which are in the Student Workbook Credit Reports.
Friday, March 9 Topic: Understanding Credit Reports 1. Watch the video "A Rock Star's Credit Score" found at the link below: http://www.whatsmyscore.org/contest/videos.php.
You may have to scroll through the videos at the
bottom of the page to find it, it is the last one listed and is labeled “Grand Prize”.
2. View the Understanding Credit Reports PowerPoint and use the Note Taking Guide in the Student Workbook to take notes for slides 1-26.
Wednesday, March 7 Third quarter interim comments are due on Friday. If you have less than a 60%, I will be forced to make a negative comment. Please use today and Friday to improve your grade. A priority should be your Tracking Stocks PowerPoint presentation which will improve your grade substantially. Also, "What Would You Do?" Quia quiz and the Credit Taxonomy.
Monday, March 5 Complete Car Loans calculations including Down Payments (25 points), APRs, and Time Periods (25 points). Answer Questions on "Automobile Loans - What Do I Need to Know?" in Student Workbook below. Read "Shopping for An Automobile Loan", at the end of the Student Workbook to help you answer the questions. (25 points.)
Topic: Car Loans Watch the powerpoint below. When you get to the slides about calculating the cost of a car loan, answer the questions on the different loan variables using a financial calculator found at http://www.bankrate.com/calculators/auto/auto-loan-calculator.aspx and complete the worksheets.
Tuesday, February 28 1. Read the article below on credit card safety. Go to Quia and take the quiz "What Would You Do?" You may work with other students on this assignment, but each student must submit a quiz.
2. Create a collage or a PowerPoint to represent the advantages/disadvantages of using credit. The collage should include the following elements. a. Definition of credit b. Five items (goods or services) that are either a positive or negative use of credit. Use pictures if possible and explain why each of your items is either a positive or negative use of credit. c. Five feelings an individual may experience either using credit positively or negatively.
Monday, February 13 1. Finish Understanding a Credit Card Statement. (25 points) 2. Take Quia quiz, Taking Credit Cards by the Horns. You will not be graded as a quiz. Answer all the questions and you will receive 25 points for class work. 3. Complete the taxonomy on credit (list twenty words or phrases to do with credit cards.) (50 points) 4. Work on PowerPoint presentation Tracking Stocks. 5. Present if you are ready
Thursday, February 9 Period 6B Presentations on Tracking Stocks will begin. Please view the presentation rubric below to see how you will be graded. All students will listen to the presentations and fill in the rubric (giving student feedback) for each presentation. Work on completing your presentations.
Period 1B We are going to the auditorium to watch Black History Month video, "The Time Has Come". Homework Make up missing work on Credit cards and complete Tracking Stocks Power Point Presentation.
Tuesday, February 7, 2012 1B and 6B Work on Tracking Stocks PowerPoint presentation using the file below to guide you.
You will need your Researching a Company worksheets for financial information about the companies you selected and your Tracking a Stock Excel spreadsheets. This project is due Thursday, February 9 and we will start presentations on Monday, February 13. This project is worth 100 points for content and 50 points for presentation. Make sure you have all the credit assignments completed (see Wednesday, February 1) This project is recommended for the 21st Century Skills Critical Thinking and Problem Solving Skills rubric. Homework Complete your PowerPoint presentation and be ready to present on Money, February 13.
Friday, February 3, 2012 1. Update your tracking a stock worksheets 2. Create a PowerPoint Presentation on Tracking a Stock (click on file below for directions.)
Homework Make up missing work Wednesday, February 1, 2012
I am at Professional Development today and you will have a sub. Please be advised that the second quarter marking period closes this week. You must get any missing work to me by Friday, in order to get a grade. Here are the assignments for today: 1. Take the review quiz on Quia, "Taking Credit Cards by the Horns". You will not be graded for your correct/incorrect answers. You will be graded for attempting every question and answering every question. I want to know what you still need to learn about credit cards. If you have forgotten your Quia log in and password, you may do the review quiz on paper.
2. Do a taxonomy for Credit. To refresh your memory, a taxonomy is an alphabetized list of words that are used in a topic. So, think of as many words as you can that relate to credit. You do not need to complete every letter of the alphabet. You should have at least 20 words. Here is the file you need:
3. Do the assignment, Understanding a Credit Card Statement. The sub will have copies for you. 4. If time, and if not already completed, do Comparison Shopping for a Credit Card (the assignment given out last class.) Homework Make up any missing work for marking period 2
Monday, January 30 Welcome to the third quarter marking period! 1. Update your tracking a stock worksheets 2. Compete comparison shopping for a credit card 3. Write a short essay (one page) on which credit card offer you would select and why 4. Get any second quarter missing assignments into Ms. Little this week by Wednesday to receive grade. Homework complete the essay
Friday, January 20 1. Update your tracking a stock worksheets 2. Complete Note Taking Guide (2) for mid term review, typing in your responses in each text box. Use your Student Guide, and Savings Tools, Understanding a Credit Card and Introduction to Investing Information sheets that are posted below.
Turn in your Note Taking Guides I and 2 on the day of the Mid Term Exam, before the exam, to receive credit of 15 points towards the exam.
Homework Use your note taking guides to study for mid term.
Wednesday, January 18 1. Update your tracking stocks worksheet 3. Complete the Note Taking Guide 1, typing in your responses in each text box. See file below. Use Student Guide for information.
Homework Use your note taking guide to study for mid term.
Friday, January 13
Update your tracking a stock worksheets
Continue the PowerPoint on Understanding a Credit Card (file below) slides 20-30 taking notes on your Note Taking Guide. Additional copies of the Note Taking Guide are available in the pdf file below. This is an extra creditassignment.
Have a great long weekend! Next week we will do review for the midterm.
Wednesday, January 11
Do Now: Answer questions on Investing (worth 10 points.) Note: Do Nows must be done and turned in at the time.
Update your tracking a stock spreadsheet.
Watch the PowerPoint on Understanding a Credit Card (file below) and take notes on the Note Taking Guide found in the Understanding a Credit Card pdf file below. Use the first two pages of the note taking guide to record your responses.
Whitney M. Cook & Associates | A private wealth advisory practice of Ameriprise Financial Services, Inc. Matt Webber will talk about investments. He is a certified financial planner and will give you information and proven advice about how to save and invest your money.
Update your Tracking a Stock worksheet. (If you have not yet set up your spreadsheet, please see Ms. Little next class.)
Turn in homework assignment: Home Discussion Part 1.
Look up today's prices for each stock and put the information into your Tracking a Stock worksheets
Complete Credit Card Offer Scavenger Hunt using Sample Credit Card Offer 1 and Understanding a Credit Card handouts given out in class. You may key your answers using the file found in the Understanding a Credit Card file below.
Homework Complete Home Discussion-Part 1. Work with a parent, guardian or adult family member to answer the questions. This document is also available electronically in the Understanding a Credit Card file above.
Wednesday, December 21 Continue to work on setting up your Tracking Stock worksheets Look up today's Last Trade price for each stock and put the information into your worksheet.
Monday, December 19 I am on a field trip today. Here are the instructions for today's lesson. Once you have completed your research on the seven stocks, select five for your portfolio and complete the table at the end of the Researching a Company worksheet to indicate how many shares of each stock you will buy. You many not spend more than $2,000, but you should spend as much of the $2,000 as possible. The number of shares you buy of each stock is up to you; just remember you must have five stocks and cannot spend more than $2,000. Of course, each stock will have a different price, so you may have to try different combinations of numbers until you get it right. Now you are ready to enter the data into the Excel spreadsheet. Click on and open the Excel spreadsheet below.
Thursday, December 15 Make up all missing work. Progress reports are due tomorrow. Complete research for seven stocks. When completed, decide on five stocks to track and input information into Excel spreadsheet.
Tuesday, December 13 Do Now: Complete and hand in the short questionnaire on taxes
In groups of 2-3 you will select and research seven companies in which to invest a total of $2,000. Choose companies with which you are familiar. Information can be found on the companies' websites, www.financeyahoo.com, and the New York Stock Exchange www.nyse.com Complete the information for each company on the Researching a Company worksheet. Each student in the group should complete research on 2-4 companies.
You will then as a group select the five top companies you wish to invest your $2,000 in, and which you will track for a period of 6 weeks using the Excel spreadsheet below.
Each student in the group must use the Excel spreadsheet below and input information from the Researching a Company worksheet for the five stocks chosen by your group. Use the Tracking a Stock Instruction Sheet Using Microsoft Excel to help you fill in the information.
At the end of six weeks, your group will make a PowerPoint presentation highlighting your chosen stocks and your portfolio's performance.
Homework Write a short summary (5 sentences) on why you choose to invest into the stocks you did. Is it because the stocks have been in the news, you enjoy the products, you like the industry, you feel the companies have potential for the future, etc.
Friday, December 9 Guest speakers on Income Taxes from H. & R. Block
Wednesday, December 7 1. Turn in Homework due today - Percentage Changes. 2. If you have not completed the Language of the Stock Market worksheet questions 1-20 please do so today using the Language of the StockMarket PowerPoint. Both these files are below.
3. Take Quia quiz on Language of the Stock Market at Quia.com after you have completed questions 1-20 of the Language of the Stock Market worksheet. 4. Complete questions 21-32 on the Language of the Stock Market worksheet using the Language of the Stock Market PowerPoint. 5. Do Taxonomy on Language of the Stock Market
Quiz on Monday December 5 on Language of the Stock Market. You will be tested on questions 1-20 on the Language of the Stock Market worksheet. TO DO 1. Complete posters (product, company, stock trading symbol, and price of one share of stock) Go to finance.yahoo.com and insert company name into Get Quotes box. The stock symbol and the most recent trading price will appear. 2. Answer questions 1-20 on Language of the Stock Market Students worksheet
3. With your group, create a poster that shows the products, companies, stock symbols and today's stock prices Homework Create a taxonomy for introduction to the stock market. Use the Intro to Stock Market Information Sheet to help you.
Happy Thanksgiving everyone! The Personal Finance winning teams for 6B are 1. Falisha and Alyssa 2. Marley, Frankie and Marwane 3. (tied) Jairo and Eddy with Fanny. The Personal Finance winning teams for 1B are tied for 1st Place: 1. Demara tied with James, Alivia, Darianna, and Oneida. 3. Rejean
Monday, November 21, 2011 due Wednesday, November 23 Homework: Plan a Thanksgiving Dinner menu for 8-10 people. Must include a main dish and several side dishes for the main course, desserts and beverages. Make a shopping list of items to buy to create the dinner. Include the prices of the items and total the cost of the meal. Go to peapod.com for grocery prices.
Assignments 1B and 6B Complete each assignments listed below individually; then get together with your team to compare answers and decide correct answers collectively. The team with the most correct answers wins. (Hopefully all of the teams!) If you missed this class, please do these assignments individually.
Period 1B Room 214
May 22, 2013
IDENTITY THEFT
May 14, 2013
Learn the basics of Investing at finance.yahoo.com.
Click on the link below.
http://finance.yahoo.com/education/begin_investing#Types%20of%20Investments
Read:
Getting started in Investing
Advice for a Novice
What is a Stock Anyway?
What is a Mutual Fund?
What is a Bond?
Also check out Investing 101 in the sidebar and click on Stocks.
April 5
Language of the Stock Market PowerPoint presentation for use with Language of the Stock Market worksheet.
April 3, 2013
Take the Investment Risk Tolerance Quiz
http://njaes.rutgers.edu/money/riskquiz
How Do I Allocate My Investments?
http://www.ipers.org/calcs/AssetAllocator.html
April 1, 2013
Introduction to Investing
Please watch the PowerPoint Introduction to Investing
and complete the Note Taking Guide below.
February 20, 2013
Shopping for a Credit Card
Go to www.bankrate.com
Click on Credit Cards in the silver bar
In the Find a Credit Card box, see No. 2, Select an Offer: select Student Cards from the drop down menu.
Compare the features and benefits of three different cards, using the Shopping for a Credit CardComparison Chart below:
Auto Loan Costs
Open the Auto Loan Costs PowerPoint presentation below. Answer questions 1-19 in Automobile Loans - What Do I Need To Know? in the Student Workbook Car Loans as you watch the PowerPoint presentation.
Go to Shopping for a Car Loan Using Web Site Calculators in the Students Workbook Car Loans and complete the assignment.
February 13, 2013
To see a series of videos by Federal Reserve Chairman Bernanke starting with the Great Depression and culminating with the recent financial crisis, click on the link below.
http://www.chicagofed.org/webpages/index.cfm
Scroll down to the bottom of the page. Under AROUND THE SYSTEM, The Federal Reserve and Financial Crisis: An Interactive Timeline, click on Read more.
February 7, 2013
Shopping for a Credit Card for students
http://www.creditcards.com/college-students.php
To learn more about factors to consider when applying for a credit card
Consumer Financial Protection Bureau
http://www.consumerfinance.gov/learnmore
February 1, 3013
Review Sheet for Quiz on Credit on Tuesday, February 5
-
January 16, 2013
Review for Mid-Term
Click on the link below to review Managing Money
https://docs.google.com/presentation/d/1As-Yg2HaJ6gygcD-9K0kzo1GVerYWKaNY6VkpAKan54/pub?start=false&loop=false&delayms=3000
Here is a review on Banking Basics for the mid-term exam
https://docs.google.com/presentation/d/1egEpnNfJz2C1oBMg3B2XbgxOhF6Xr8xqDJQ4SQPDwug/pub?start=false&loop=false&delayms=3000
Click on the link below to review financial fitness, decision making and employment for mid-term exam
https://docs.google.com/presentation/d/1yr6IrEJNXgNaeyhnkEnLJPSGz4dMp6QBtrnlkVEaX8o/pub?start=false&loop=false&delayms=3000
January 14, 2013
Exercise 13.2:
John Q. Consumers Credit Report
Exercise 13.3:
Evaluating Three Loan Applications
View the Powerpoint below and self correct Exercises 13.2 and 13.3
https://docs.google.com/presentation/d/17Gko0xqETThVyvTOGToxXwsP6vmnfXl8a5c1QcSaQw8/edit
January 8, 2013
Applying for Credit and Credit Scores
Tuesday, December 4
Wednesday, November 28
Banking Basics
Use the PowerPoint to help you complete Exercise 9.3
Be sure to record all transactions in the Check Register
Quiz on Wednesday, November 28 on Managing Money
Review PowerPoint below
First Quarter Marking Period Assessment
Wednesday, November 14
Go to www.Quia.com. Find and complete the Personal Finance First Quarter Marking Period Assessment Quiz. Note: you will be allowed one attempt. You must adhere to testing rules and complete the quiz on your own.
Complete the Internal Revenue Service (IRS) 1040EZ Tax Return form below using the information contained in the W-2 form. Use the Tax Table to find the amount of taxes owed.
http://www.irs.gov/pub/irs-pdf/f1040ez.pdf (1040EZ Form)
http://www.classroomtools.com/tax_w2.htm (W-2 Form)
http://www.irs.gov/pub/irs-pdf/i1040tt.pdf (Tax Table)
Instructions:
1040EZ Tax Return Form
1. Download the form and save it.
2. Complete this form as a single person who is not claimed as a dependent by a parent or guardian.
3. Fill in your first and last name and address.
4. Use the W-2 Form provided to fill in the information on lines 1 and 7.
5. Fill in lines 1, 5, 6, 7 and 9 on the 1040EZ form.
6. Follow the directions on lines 10, 11a and 12 to complete the form. Determine whether you get a refund or whether you owe money and the amount.
7. Save the changes.
8. Email to Ms. Little at either roselittle033@gmail.com or rosemary.little@nhps.net
Friday, November 9
Review for First Quarter Marking Period Assessment
Week of November 5
Statement of Financial Position
Complete Tori's Statement of Financial Position. The file is in the Statement of Financial Position Student Workbook below:
Friday, November 2, 2012
Use the PowerPoint Managing Money below to help you complete Exercises 8.2A, 8.2B and 8.3
Friday, October 26
Review W-2 and W-4 forms.
Review Exercises 8.2A, 8.2B and 8.3 with PowerPoint
Monday October 22 and Wednesday October 23
Managing Your Money
Exercises 8.1, 8.2A, 8.2B, and 8.3
Thursday, October 18
Complete the two paycheck stubs. Email to Ms. Little.
Friday, October 12
Topic: Uncle Sam Take a Bite
Visuals
Complete Exercises 7.1, 7.2, 7.3, 7.4
Use PowerPoint below to help you fill out the 1040EZ forms for Jack and Jill in Exercises 7.3 and 7.4
Monday, October 10
Personal Finance Quia Quiz
Friday, October 5
Topic: Why Some Jobs Pay more Than Others
Read Exercise 1 and 2 in the file below and answer the questions.
You may download and print out the files or key your answers separately in a Word document.
Make up any missing work: resume, letter of application, thank you letter, job occupations report
Thursday, September 27
Topic: Creating Your Own Job
Students will get examine what it takes to start their own business
Monday, September 24
Thursday, September 20
Topic: How to Look for a Job
- Create a report about three occupations that interest you
- Find a job you are interested in
- Create a resume tailored to the job
- Prepare a Letter of Application
- Write a thank you letter to an interviewer
Visit the Occupational Outlook Handbook at www.bls.gov/OCO/ and use it to research three occupations of interest to you. Prepare a report that identifies the occupations you have selected and explain the nature of the work, working conditions, employment opportunities, training, and other qualifications, plus opportunities for advancement, job outlook, earnings, and related occupations.Find a job you are interested in, using the website CareerOneStop at www.careeronestop.org or Snagajob at www.snagajob.com.
Using Activity 4.1 prepare a letter of application and a resume for the job you have selected from the website, using these samples as models. You may also want to check out the resume builder at livecareer at http://www.livecareer.com/
Prepare a sample thank-you letter that you would send to an interviewer at the conclusion of an interview.
You will have the entire class Thursday and Monday to complete the sample resume, cover letter, and follow-up thank you assignment.
NOTE: iF YOU ARE MISSING ANY OF THE FOLLOWING ASSIGNMENTS, PLEASE COMPLETE BY MONDAY, SEPTEMBER 24.
Personal Essay
How You Can Realistically Be a Millionaire - short essay using the handout from the Millionaire's Game as a guide
Handy Dandy Guide- reflection on why people earn more money when they have attained a higher level of education, using the economic principles in the Handy Dandy Guide.
Friday, September 14
Topic: How to Look for a Job
Students learned the six steps to finding a job:Finding Job Openings, Preparing a Resume, Writing a Letter of Application, Completing a Job Application, Participating in an Interview, and Writing a Thank-You Letter
Students created a list of characteristics employers want in their employees. Students practiced interviewing skills.
Wednesday, September 12, 2012
Topic: Decision Making
Students learned the steps to decision making and used decision-making grid with criteria to help make a personal decision.
Key words: choices, incentives, opportunity cost
Monday, September 10, 2012
Class will compare and contrast the financial situation of two middle class families and apply economic principles to analyze the situation. The economic principles are explained in the PowerPoint slides below (The Handy Dandy Guide):
Class will then look at what are the incentives to stay in school and go on to college and work in groups to answer questions.
Homework
Students will use economic principles to give reasons why salaries increase with level of education completed and write a short essay. Email essay to Ms. Little
Thursday, September 6, 2012
Students participated in the Millionaire's game
Homework
Write a short essay on how you think you could realistically become a millionaire, using the handout from the Millionaire's game as a guide. Send your essay as an email attachment to Ms. Little
Tuesday, September 4, 2012
Topic: Money Matters: Why It Pays to Be Financially Responsible
Learning Objectives
Essential Question: What does it mean to be financially responsible?
Investigate our current money skills. (Class discussion.)
Money Matters: Know the Lingo. Student activity sheet 1 (handout). Individual work.
Money Matters: What Would You Do? Student activity sheet 2 (handout). Team activity and group presentations.
Reflection and Taxonomy
Homework
Complete your personal essay (see Thursday, August 30) See files below.
Thursday, August 30, 2012
Students completed a survey about their interests and experience with Personal Finance
We went over important information, syllabus and class rules. We put binders together.
Students started an essay about themselves written in MLA format.
Wednesday, June 6, 2011
Work on Checking Account Reconciliation, worth 50 points. See Ms. Little for handout.
Work on Insurance Review worth 25 points.
Monday, June 4
Work on review for final exam
Thursday, May 31
Hello Personal Finance Students
I will not be in school today. Please do the Budget review assignment below. You may either use a paper copy that the sub will give you, or you may work electronically. Either hand in a copy of your work to the sub, or send it via email to roselittle033@gmail.com
Also, I have not received the SMART Goals assignment given on Tuesday from many of you. Both assignments are worth 50 points each.
Review for final exam
Budget
Complete the worksheet below. You will be graded for this assignment. (Worth 50 points.)
Make up any missing assignments
Tuesday, May 29
Review for Final Exam
SMART Goals
Complete the worksheet below. You will be graded for this assignment. (Worth 50 points.)
Make up any missing assignments
Thursday, May 24
Topic: Identity Theft
A substitute will give you the Protecting Your Identity Worksheet.
Complete the Protecting Your Identity Worksheet using the Identity Theft Information Sheet.
Homework
Make up missing assignments
Tuesday, May 22
Topic: Identity Theft
Complete the note-taking guide for Identity Theft in the Identity Theft Student Workbook (first 6 pages), using the Identity Theft Power Point Presentation or the Identity Theft Information Sheet.
Homework
Make up missing assignments
Friday, May 18
B6 will meet in library
Work on Auto Insurance for Teens project (see Monday)
Homework
Complete missing assignments
Wednesday, May 16
B1 will meet in the cafeteria today due to CTE Testing
Work on the Auto Insurance for Teens project (see Monday)
Homework
Work on missing assignments
Monday, May 14
Progress reports are due on Tuesday. Most grades need improvement. You will have an opportunity to improve your grade this class by making up work.
New assignment
Auto Insurance Project
You will create a flyer, PowerPoint, or brochure about the important points teens need to know about auto insurance.
Ms. Little will provide a comprehensive article on Auto Insurance for Teens. Please read the handout and decide what your think are the six most important facts teens need to know about auto insurance.
Write the six most important facts in the document below (before your start your flyer, Powerpoint or brochure.)
Create your flyer, PowerPoint or brochure.
Once completed, students will vote on which item best communicates the important points about car insurance that teens should know.
A prize will be awarded.
Projects are due by the end of the week, Friday, May 18.
Homework
Work on your Auto Insurance project
Thursday, May 10
Take the Types of Insurance Quiz on Quia. Click on the link below.
http://www.quia.com/quiz/3689617.html
Below are two exemplary examples of the Insurance PowerPoint presentation. Watch the PowerPoint and complete the short reflection on each one.
Work on completing individual Insurance PowerPoint presentations.
Problem Solving and Critical Thinking, 21st Century Rubric: The individual Insurance PowerPoint project is appropriate for the Problem Solving and Critical Thinking rubric for your portfolio. See the Advisory page of this wikispace for a copy of the reflection form you need to complete to submit your work to your portfolio.
Homework
Make up missing assignments
Tuesday, May 8
Work on Insurance PowerPoint. Due today!
Use the Types of Insurance Information Sheet to help you. Also, do research on the internet.
Make up missing assignments from student workbook:
1. Insurance Key Terms
2. Damon Goes to the Hospital
Homework
Study Tpes of Insurance Information Sheet for a Quia Quiz on Insurance on Thursday.
Friday, May 4
Create a PowerPoint presentation on one type of insurance. See requirements for the presentation in handout below.
Use the Types of Insurance Information Sheet posted on Monday, April 3 and the Internet for resources.
This is an individual project. You will present to the class next week.
Presentation is due on Tuesday, May 8
Presentation is worth 100 points.
Homework
Complete any missing assignments.
Wednesday, May 2
1. Insurance Quiz. Complete the Insurance Key Terms in the Insurance Student Workbook before taking the quiz.
2. Complete Damon Goes to the Hospital Reflection in the Insurance Student Workbook.
Monday, April 30
Topic: Insurance
"Do Now" --complete within first 30 minutes of class.
Checking Account Simulation packets due today.
Complete Insurance Key Terms in the Insurance Student Workbook using the Types of Insurance Information Sheet.
Complete Damon Goes to the Hospital Reflection in the Insurance Student Workbook.
Homework
Study for Insurance Types Quiz on Wednesday using Types of Insurance Information Sheet
Thursday, April 26
Turn in Checking Account Simulation package.
10 points will be deducted for late work if Checking Account simulation package is not received by Monday, April 30.
Topic: Electronic Banking
In this lesson you will learn:
1. How to describe electronic banking
2. To define the different types of electronic banking
3. To understand how to safely use an Automated Teller Machine and point of sale terminal
4. Recognize important safety tips for using debit cards
Complete the Note-Taking Guide in the Electronic Banking Student Workbook using the Electronic banking information sheet.
Complete the Electronic Banking Worksheet in the Electronic Banking Student Workbook.
Complete the Scenario Worksheet in the Electronic Banking Student Workbook.
Homework
Complete Checking Account Simulation
Tuesday, April 24
All students are to take the Third Quarter Marking Period Assessment on Quia.
http://www.quia.com/quiz/3645647.html
Turn in the Checking Account Simulation package on Thursday, April 26.
10 points will be deducted for late work if not received by Thursday.
This is how your checking account simulation will be graded.
Homework
Complete the Checking Account Simulation packet
Friday, April 13
Work on checking account simulation
Review for third quarter marking period assessment
Wednesday, April 11 1B and 6B
Use Review sheet to study for third quarter marking period assessment.
Work on Depository Institutions Note Taking Guide and Checking Account Simulation (both due on April 24.)
Turn in permission slips for CT Youth Financial Conference on May 17.
Last call for Third Quarter Marking Period assignments. Third Quarter Marking Period Grades will be entered tomorrow, so turn in any missing work today.
Homework
Complete any missing work and review for third quarter marking period assessment.
Monday, April 9 1B and 6B
CT Youth Financial Conference on May 17 (A Day) at CCSU. First 5 students to turn in their permission slip will attend! Turn permission slips in on Wednesday, April 11.
Third quarter grades will be posted this week.
The 3rd quarter marking period assessment will be on Tuesday, April 24 for 1B and 6B. Please study the Review Sheet and the Quia quizzes indicated on the review sheet.
Work on Depository Institutions Note Taking Guide and Checking Account Simulation (both due on April 24.)
Students in 6B class will attend the Latina Army Celebration in the auditorium.
Homework
Review for Third Quarter Marking Period Assessment
Wednesday, April 4 1B and 6B
The third quarter marking period is ending this week. Make sure you have turned in all your work and completed all projects and quizzes for Credit Reports.
When you have completed the Depository Institutions Note Taking Guide, start work on the Checking Account Simulation.
Checking Account Simulation
Objectives
- To keep your money in a safe place, track spending, and maintain a record of money in your account.
- Practice writing checks, depositing checks, maintaining a check register, and reconciling a check register with a bank statement.
Homework
Complete any missing assignments.
Monday, April 2 1B and 6B
The third quarter marking period is ending this week. Make sure you have turned in all your work and completed all projects and quizzes for Credit Reports.
Topic: Depository Institutions
We are starting a new unit on depository institutions. Depository institutions are banks, credit unions and savings and loans where you can open a checking or savings account and deposit money. You will learn how banking works and what happens behind the scenes when you write a check or deposit a check.
To start you will view a PowerPoint presentation and take notes using a note taking guide in the Depository Institutions Student Workbook.
Homework
Make up any missing assignments
Thursday, March 29 1B and 6B
Topic: Depository Institutions
We are starting a new unit on depository institutions. Depository institutions are banks, credit unions and savings and loans where you can open a checking or savings account and deposit money. You will learn how banking works and what happens behind the scenes when you write a check or deposit a check.
To start you will view a PowerPoint presentation and take notes using a note taking guide in the Depository Institutions Student Workbook.
Homework
Make up any missing assignments
Tuesday, March 27 1B and 6B
Topic: Credit Reports
Please work on missing assignments from Monday, Wednesday and Friday last week:
1. Understanding Credit Reports, parts 1 and 2, Notetaking Guide
2. Credit Reports Quia Quiz
3. Credit Report Detectives
Friday, March 23 1B and 6B
Today, you will be Credit Report Detectives working in groups of 2-4. This is the culminating project for Credit Reports and is worth 100 points.
You will read Isabella Langley's story and analyze her credit report. (Get handouts from Ms. Little)
You will answer the questions in the Credit Report Detectives document below.
There are 23 questions in Credit Report Detectives. You may answer them alone, with a partner, or in a group of 3-4 students. You will be graded for your work only. You must indicate who your partner or group members are and all groups must complete all of the questions. For example, Student A decides to work with Student B and Student C. Student A answers questions 1-7, Student B answers questions 8-15, and student C answers questions 16-23. Each student submits a Credit Report Detectives file with their name and the names of the other students listed at the top and identifies which question he/she answered.
Wednesday, March 21 1B and 6B
When you are ready, take the Quia quiz, Credit Reports. Before you take the quiz, you should complete the Note Taking Guide and the Credit Report Scenario using Carolina's Credit Report summary shown below.
Monday, March 19, 2012 1B and 6B
Topic: Understanding Credit Reports
Complete Understanding Credit Reports Note Taking Guide for slides 27-end below:
If you have not already done Understanding Credit Reports, PowerPoint slides 1-27, complete those first (see Friday, March 9.)
The Understanding Credit Report Note Taking Guide is contained in the Student Workbook Credit Report below:
When you have finished the Note Taking Guide, start work on the Credit Report Scenario worksheet using Carolina's Credit Report summary, both of which are in the Student Workbook Credit Reports.
Homework
Make up missing work
Tuesday, March 13, 2012 (B6 only)
Hi students: I will not be in class today. Here are your assignments.
Topic: Understanding Credit Reports
Complete Understanding Credit Reports Note Taking Guide for slides 27-end below:
Note: The Understanding Credit Report Note Taking Guide is contained in the Student Workbook Credit Reports
posted on Friday March 9
When you have finished the Note Taking Guide, you may start work on the Credit Report Scenario worksheet using Carolina's Credit Report summary, both of which are in the Student Workbook Credit Reports.
Friday, March 9
Topic: Understanding Credit Reports
1. Watch the video "A Rock Star's Credit Score" found at the link below:
http://www.whatsmyscore.org/contest/videos.php.
You may have to scroll through the videos at the
bottom of the page to find it, it is the last one listed and is labeled “Grand Prize”.
2. View the Understanding Credit Reports PowerPoint and use the Note Taking Guide in the Student Workbook to take notes for slides 1-26.
Wednesday, March 7
Third quarter interim comments are due on Friday. If you have less than a 60%, I will be forced to make a negative comment. Please use today and Friday to improve your grade. A priority should be your Tracking Stocks PowerPoint presentation which will improve your grade substantially. Also, "What Would You Do?" Quia quiz and the Credit Taxonomy.
Monday, March 5
Complete Car Loans calculations including Down Payments (25 points), APRs, and Time Periods (25 points).
Answer Questions on "Automobile Loans - What Do I Need to Know?" in Student Workbook below. Read "Shopping for An Automobile Loan", at the end of the Student Workbook to help you answer the questions. (25 points.)
Homework
Make up Missing Work. Progress reports are due this Friday.
Thursday, March 1
Please take the following survey about the Credit Union if not already done. Let Ms. Little know when you have completed it and she will give you extra credit.
https://docs.google.com/spreadsheet/viewform?formkey=dHktWTZiVUZzdzNiUXpDRE9DeGJXbGc6MQ
Topic: Car Loans
Watch the powerpoint below. When you get to the slides about calculating the cost of a car loan, answer the questions on the different loan variables using a financial calculator found at
http://www.bankrate.com/calculators/auto/auto-loan-calculator.aspx
and complete the worksheets.
Homework
Complete any missing assignments.
Tuesday, February 28
1. Read the article below on credit card safety. Go to Quia and take the quiz "What Would You Do?" You may work with other students on this assignment, but each student must submit a quiz.
ttp://learn.bankofamerica.com/articles/managing-credit/how-to-keep-your-credit-card-safe.html
2. Create a collage or a PowerPoint to represent the advantages/disadvantages of using credit. The collage should include the following elements.
a. Definition of credit
b. Five items (goods or services) that are either a positive or negative use of credit. Use pictures if possible and explain why each of your
items is either a positive or negative use of credit.
c. Five feelings an individual may experience either using credit positively or negatively.
Homework
Finish Quia Quiz.
Friday, February 17
1. Complete Tracking Stock PowerPoint presentations and email to Ms. Little at rosemarylittle033@gmail.com
2. Read the article below on credit card safety. Respond in writing to What Would You Do Scenarios.
http://learn.bankofamerica.com/articles/managing-credit/how-to-keep-your-credit-card-safe.html
Have a great vacation and see you back on February 28.
Monday, February 13
1. Finish Understanding a Credit Card Statement. (25 points)
2. Take Quia quiz, Taking Credit Cards by the Horns. You will not be graded as a quiz. Answer all the questions and you will receive 25 points for class work.
3. Complete the taxonomy on credit (list twenty words or phrases to do with credit cards.) (50 points)
4. Work on PowerPoint presentation Tracking Stocks.
5. Present if you are ready
Thursday, February 9
Period 6B
Presentations on Tracking Stocks will begin. Please view the presentation rubric below to see how you will be graded. All students will listen to the presentations and fill in the rubric (giving student feedback) for each presentation. Work on completing your presentations.
Period 1B
We are going to the auditorium to watch Black History Month video, "The Time Has Come".
Homework
Make up missing work on Credit cards and complete Tracking Stocks Power Point Presentation.
Tuesday, February 7, 2012
1B and 6B
Work on Tracking Stocks PowerPoint presentation using the file below to guide you.
You will need your Researching a Company worksheets for financial information about the companies you selected and your Tracking a Stock Excel spreadsheets.
This project is due Thursday, February 9 and we will start presentations on Monday, February 13. This project is worth 100 points for content and 50 points for presentation.
Make sure you have all the credit assignments completed (see Wednesday, February 1)
This project is recommended for the 21st Century Skills Critical Thinking and Problem Solving Skills rubric.
Homework
Complete your PowerPoint presentation and be ready to present on Money, February 13.
Friday, February 3, 2012
1. Update your tracking a stock worksheets
2. Create a PowerPoint Presentation on Tracking a Stock (click on file below for directions.)
Homework
Make up missing work
Wednesday, February 1, 2012
I am at Professional Development today and you will have a sub.
Please be advised that the second quarter marking period closes this week. You must get any missing work to me by Friday, in order to get a grade.
Here are the assignments for today:
1. Take the review quiz on Quia, "Taking Credit Cards by the Horns". You will not be graded for your correct/incorrect answers. You will be graded for attempting every question and answering every question. I want to know what you still need to learn about credit cards.
If you have forgotten your Quia log in and password, you may do the review quiz on paper.
2. Do a taxonomy for Credit. To refresh your memory, a taxonomy is an alphabetized list of words that are used in a topic. So, think of as many words as you can that relate to credit. You do not need to complete every letter of the alphabet. You should have at least 20 words. Here is the file you need:
3. Do the assignment, Understanding a Credit Card Statement. The sub will have copies for you.
4. If time, and if not already completed, do Comparison Shopping for a Credit Card (the assignment given out last class.)
Homework
Make up any missing work for marking period 2
Monday, January 30
Welcome to the third quarter marking period!
1. Update your tracking a stock worksheets
2. Compete comparison shopping for a credit card
3. Write a short essay (one page) on which credit card offer you would select and why
4. Get any second quarter missing assignments into Ms. Little this week by Wednesday to receive grade.
Homework
complete the essay
Friday, January 20
1. Update your tracking a stock worksheets
2. Complete Note Taking Guide (2) for mid term review, typing in your responses in each text box. Use your Student Guide, and Savings Tools, Understanding a Credit Card and Introduction to Investing Information sheets that are posted below.
Turn in your Note Taking Guides I and 2 on the day of the Mid Term Exam, before the exam, to receive credit of 15 points towards the exam.
Homework
Use your note taking guides to study for mid term.
Wednesday, January 18
1. Update your tracking stocks worksheet
3. Complete the Note Taking Guide 1, typing in your responses in each text box. See file below. Use Student Guide for information.
Homework
Use your note taking guide to study for mid term.
Friday, January 13
Update your tracking a stock worksheets
Continue the PowerPoint on Understanding a Credit Card (file below) slides 20-30 taking notes on your Note Taking Guide. Additional copies of the Note Taking Guide are available in the pdf file below. This is an extra credit assignment.
Please do not give your work to the substitute.
Have a great long weekend!
Next week we will do review for the midterm.
Wednesday, January 11
Do Now: Answer questions on Investing (worth 10 points.) Note: Do Nows must be done and turned in at the time.
Update your tracking a stock spreadsheet.
Watch the PowerPoint on Understanding a Credit Card (file below) and take notes on the Note Taking Guide found in the Understanding a Credit Card pdf file below. Use the first two pages of the note taking guide to record your responses.
Homework
Watch the video about college students' knowledge and use of credit at the link below
http://video.creditcards.com/iaJ/students-and-credit-cards
Answer questions about the video in the worksheet below
Monday, January 9
Guest speaker:
Matt Webber, CRPC®, CFP®, ChFC® | Financial Advisor | CERTIFIED FINANCIAL PLANNER™ practitioner
Whitney M. Cook & Associates | A private wealth advisory practice of Ameriprise Financial Services, Inc.
Matt Webber will talk about investments. He is a certified financial planner and will give you information and proven advice about how to save and invest your money.
Update your Tracking a Stock worksheet. (If you have not yet set up your spreadsheet, please see Ms. Little next class.)
Turn in homework assignment: Home Discussion Part 1.
Wednesday, January 4, 2012
Today we will be watching and discussing a video about college student's knowledge and use of credit cards. If you were absent, you may view the video at http://video.creditcards.com/iaJ/students-and-credit-cards
Look up today's prices for each stock and put the information into your Tracking a Stock worksheets
Complete Credit Card Offer Scavenger Hunt using Sample Credit Card Offer 1 and Understanding a Credit Card handouts given out in class. You may key your answers using the file found in the Understanding a Credit Card file below.
Complete the Credit Card Offer Scavenger Hunt Graphic Organizer using the file below.
Homework
Complete Home Discussion-Part 1. Work with a parent, guardian or adult family member to answer the questions. This document is also available electronically in the Understanding a Credit Card file above.
Wednesday, December 21
Continue to work on setting up your Tracking Stock worksheets
Look up today's Last Trade price for each stock and put the information into your worksheet.
Monday, December 19
I am on a field trip today. Here are the instructions for today's lesson.
Once you have completed your research on the seven stocks, select five for your portfolio and complete the table at the end of the Researching a Company worksheet to indicate how many shares of each stock you will buy. You many not spend more than $2,000, but you should spend as much of the $2,000 as possible. The number of shares you buy of each stock is up to you; just remember you must have five stocks and cannot spend more than $2,000. Of course, each stock will have a different price, so you may have to try different combinations of numbers until you get it right.
Now you are ready to enter the data into the Excel spreadsheet. Click on and open the Excel spreadsheet below.
Click on the file below to get directions how to fill out your spreadsheet for each stock and insert data for the latest trade.
Thursday, December 15
Make up all missing work. Progress reports are due tomorrow.
Complete research for seven stocks.
When completed, decide on five stocks to track and input information into Excel spreadsheet.
Tuesday, December 13
Do Now: Complete and hand in the short questionnaire on taxes
Turn in homework: Buy Stocks Worksheet
Topic: Tracking a Stock
Homework
Write a short summary (5 sentences) on why you choose to invest into the stocks you did. Is it because the stocks have been in the news, you enjoy the products, you like the industry, you feel the companies have potential for the future, etc.
Friday, December 9
Guest speakers on Income Taxes from H. & R. Block
Wednesday, December 7
1. Turn in Homework due today - Percentage Changes.
2. If you have not completed the Language of the Stock Market worksheet questions 1-20 please do so today using the Language of the
Stock Market PowerPoint. Both these files are below.
3. Take Quia quiz on Language of the Stock Market at Quia.com after you have completed questions 1-20 of the Language of the Stock
Market worksheet.
4. Complete questions 21-32 on the Language of the Stock Market worksheet using the Language of the Stock Market PowerPoint.
5. Do Taxonomy on Language of the Stock Market
Homework
Buy Stocks Worksheet
Thursday, December 1 and Monday December 5
Did you do your homework?: Taxonomy-Language of the Stock Market? Please turn in.
Quiz on Monday December 5 on Language of the Stock Market. You will be tested on questions 1-20 on the Language of the Stock Market worksheet.
TO DO
1. Complete posters (product, company, stock trading symbol, and price of one share of stock) Go to finance.yahoo.com and insert company name into Get Quotes box. The stock symbol and the most recent trading price will appear.
2. Answer questions 1-20 on Language of the Stock Market Students worksheet
Take the quiz; Language of the Stock Market on Quia.com
Homework: Stocks percentage change sheet
Tuesday, November 29, 2011
Introduction to the Stock Market
Anticipation Guide
Language of the Stock Market
The stock market is the core of the American economic system.
i. Stocks are shares of ownership in the assets and earnings of a company.
ii. If companies are doing poorly, their stocks are doing poorly. Therefore, poor stock
performance serves as an indicator that the economy is not performing well (and vice versa).
b. Stocks represent companies which touch every aspect of a person’s life.
i. Every day a person uses hundreds of products from companies listed on the stock market.
ii. Identify one product you have used in the past week.
1. Determine what company made the product
2. Find the stock symbol and today’s price of the stock.
a. Stock symbols and prices can be found on Yahoo Finance
http://finance.yahoo.com
3. With your group, create a poster that shows the products, companies, stock symbols and today's stock prices
Homework
Create a taxonomy for introduction to the stock market. Use the Intro to Stock Market Information Sheet to help you.
Happy Thanksgiving everyone!
The Personal Finance winning teams for 6B are 1. Falisha and Alyssa 2. Marley, Frankie and Marwane 3. (tied) Jairo and Eddy with Fanny.
The Personal Finance winning teams for 1B are tied for 1st Place: 1. Demara tied with James, Alivia, Darianna, and Oneida. 3. Rejean
Monday, November 21, 2011 due Wednesday, November 23
Homework: Plan a Thanksgiving Dinner menu for 8-10 people. Must include a main dish and several side dishes for the main course, desserts and beverages. Make a shopping list of items to buy to create the dinner. Include the prices of the items and total the cost of the meal. Go to peapod.com for grocery prices.
Math Teams 6B
Amerika, Fanny, Dejah, John, Kaylani
Jairo, Eddy, Cole
Morgan, Jailyne, Brienna, Trayton
Larissa, Yanitza, Falisha
Marley, Frankie, Marwane
Math Teams 1B
Myles, Angel, Brandon, Kenneth, Diontre, Derrick
James, Alivia, Darianna, Treyvon, Oneida, Ryan
Aliyah, Joey, Rejean, Kristen, DeShaina, Genesis Centeno
Moniece, Maria, Yara, Kamreye, Genesis Berrios, Alyssa, Brittny, Demara
Assignments 1B and 6B
Complete each assignments listed below individually; then get together with your team to compare answers and decide correct answers collectively. The team with the most correct answers wins. (Hopefully all of the teams!)
If you missed this class, please do these assignments individually.
Unit 3 Saving and Investing